Purchases and Sales Made in Q3 2020 in First Tr Large Cap Core Alphde (FEX)
This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q3 2020. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP CORE ALPHDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
69.5KNew |
$4.12M - $4.63M
|
69.5K
$7.12M
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 9.15% |
$2.17M - $2.43M
|
435K
$44.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26.3K+ 20.98% |
$1.56M - $1.75M
|
151K
$15.5M
|
|
|
Oct 19, 2020
Q3 2020
|
Camelot Portfolios, LLC
|
BUY
|
- |
20.6K+ 93.26% |
$1.22M - $1.37M
|
42.7K
$4.37M
|
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.4K+ 122.94% |
$971K - $1.09M
|
29.7K
$3.04M
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1KNew |
$894K - $1M
|
15.1K
$1.54M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2K+ 131.39% |
$723K - $811K
|
21.4K
$2.2M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 6.24% |
$699K - $784K
|
200K
$20.5M
|
|
|
Nov 12, 2020
Q3 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.94KNew |
$590K - $663K
|
9.94K
$1.02M
|
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.37KNew |
$556K - $624K
|
9.37K
$959K
|
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.6K+ 7.36% |
$451K - $507K
|
111K
$11.4M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27KNew |
$254K - $285K
|
4.27K
$438K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.15K+ 44.03% |
$246K - $276K
|
13.6K
$1.39M
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.14K+ 6.71% |
$245K - $276K
|
65.7K
$6.73M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.77K+ 9.41% |
$223K - $251K
|
43.8K
$4.48M
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
3.21KNew |
$191K - $214K
|
3.21K
$329K
|
|
|
Nov 09, 2020
Q3 2020
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$188K - $211K
|
3.16K
$324K
|
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.62K+ 116.61% |
$155K - $174K
|
4.86K
$498K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 49.8% |
$154K - $173K
|
7.79K
$798K
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 21.42% |
$94.9K - $107K
|
9.07K
$929K
|
|
|
Oct 28, 2020
Q3 2020
|
Lvz, Inc.
|
BUY
|
- |
1.02K+ 4.32% |
$60.6K - $68.1K
|
24.7K
$2.53M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
853+ 4.88% |
$50.6K - $56.8K
|
18.3K
$1.88M
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
726+ 1296.43% |
$43.1K - $48.4K
|
782
$80.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
613+ 32.01% |
$36.4K - $40.8K
|
2.53K
$259K
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
491+ 3.33% |
$29.1K - $32.7K
|
15.2K
$1.56M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
451+ 3.72% |
$26.8K - $30.1K
|
12.6K
$1.29M
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
400+ 9.32% |
$23.7K - $26.7K
|
4.69K
$480K
|
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
303+ 8.94% |
$18K - $20.2K
|
3.69K
$378K
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
94New |
$5.58K - $6.26K
|
94
$9.63K
|
|
|
Nov 13, 2020
Q3 2020
|
F3 Logic, LLC
|
BUY
|
- |
46New |
$2.73K - $3.06K
|
46
$4.71K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42+ 0.54% |
$2.49K - $2.8K
|
7.87K
$806K
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.14% |
$1.25K - $1.4K
|
15K
$1.53M
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.32% |
$475 - $533
|
2.53K
$260K
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.16% |
$415 - $466
|
4.41K
$451K
|
|
|
Oct 19, 2020
Q3 2020
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$178 - $200
|
3.89K
$398K
|
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.04% |
$119 - $133
|
4.68K
$480K
|
|
|
Oct 06, 2020
Q3 2020
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.02% |
$59.3 - $66.6
|
5.66K
$580K
|
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.46% |
$59.3 - $66.6
|
219
$22.4K
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.6% |
$59.3 - $66.6
|
167
$17.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18Closed |
$1.07K - $1.2K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-55- 0.63% |
$3.26K - $3.66K
|
8.69K
$891K
|
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100Closed |
$5.93K - $6.66K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-108- 1.95% |
$6.41K - $7.2K
|
5.44K
$557K
|
|
|
Nov 16, 2020
Q3 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-109- 2.87% |
$6.47K - $7.26K
|
3.69K
$378K
|
|
|
Oct 01, 2020
Q3 2020
|
Park National Corp
|
SELL
|
- |
-110- 0.34% |
$6.53K - $7.33K
|
32.5K
$3.33M
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 1.68% |
$7.18K - $8.06K
|
7.09K
$726K
|
|
|
Nov 06, 2020
Q3 2020
|
Element Wealth, LLC
|
SELL
|
- |
-127- 2.3% |
$7.54K - $8.46K
|
5.4K
$553K
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-139Closed |
$8.25K - $9.26K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
SELL
|
- |
-150- 1.95% |
$8.9K - $9.99K
|
7.55K
$773K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-239- 0.37% |
$14.2K - $15.9K
|
64.9K
$6.65M
|